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| Provider | Service type | Compensation |
|---|---|---|
HILLS BANK AND TRUST COMPANY3+ years Service code 27 · EIN 42-0310580 590 WEST FOREVERGREEN RD · NORTH LIBERTY, IA 52317 | Advisory (Plan) | $18,088 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,364 | $55,453-50.7% | $170,435-83.9% | $62,293-56.1% |
| Participation rate | 52.9% | 66.4%-13.5pp | 83.6%-30.7pp | 69.5%-16.7pp |
| Annual return | 16.73% | 21.38%-4.6pp | 205.94%-189.2pp | 28.90%-12.2pp |
| Employer contribution / active EE | $315 | $2,164-85.5% | $5,432-94.2% | $2,042-84.6% |
| Participant deferral / active EE | $1,026 | $2,303-55.4% | $4,939-79.2% | $3,169-67.6% |
| Admin fee / account holder | $194 | $455-57.3% | $13,881-98.6% | $479-59.4% |